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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
Baldwin Wealth Partners
826
Baldwin Wealth Partners
Massachusetts
$426K +$15.2K +120 +4%
Center for Financial Planning
827
Center for Financial Planning
Michigan
$423K -$3.42K -27 -0.8%
Luther King Capital Management (LKCM)
828
Luther King Capital Management (LKCM)
Texas
$422K +$112K +883 +37%
Acorn Financial Advisory Services
829
Acorn Financial Advisory Services
Virginia
$421K – – –
Sky Investment Group
830
Sky Investment Group
Connecticut
$418K – – –
NewSquare Capital
831
NewSquare Capital
Pennsylvania
$417K +$407K +3,215 New
Wilmington Savings Fund Society
832
Wilmington Savings Fund Society
Delaware
$414K – – –
Scotia Capital
833
Scotia Capital
Ontario, Canada
$412K +$402K +3,172 New
NAM
834
NorthCrest Asset Manangement
Minnesota
$410K -$1.8M -14,240 -82%
Woodmont Investment Counsel
835
Woodmont Investment Counsel
Tennessee
$409K – – –
Kinsale Capital Group
836
Kinsale Capital Group
Virginia
$409K +$399K +3,150 New
PFS Investments
837
PFS Investments
Georgia
$406K +$10.8K +85 +3%
Buckingham Capital Management (Ohio)
838
Buckingham Capital Management (Ohio)
Ohio
$404K -$382K -3,015 -49%
Catalyst Financial Partners
839
Catalyst Financial Partners
Massachusetts
$404K +$395K +3,115 New
Synovus Financial
840
Synovus Financial
Georgia
$401K +$392K +3,091 New
Zeke Capital Advisors
841
Zeke Capital Advisors
Pennsylvania
$397K +$1.39K +11 +0.4%
Apollon Wealth Management
842
Apollon Wealth Management
South Carolina
$397K +$17.4K +137 +5%
WKWM
843
Walter & Keenan Wealth Management
Indiana
$395K – – –
Ellevest Inc
844
Ellevest Inc
New York
$394K +$53.1K +419 +16%
FNBOSM
845
First National Bank of South Miami
Florida
$394K -$5.2K -41 -1%
Willow Creek Wealth Management
846
Willow Creek Wealth Management
California
$392K -$31.2K -246 -8%
CIM
847
Contravisory Investment Management
Massachusetts
$389K +$52.2K +412 +16%
Tremblant Capital Group
848
Tremblant Capital Group
Florida
$389K +$151K +1,189 +66%
CFGS
849
Concourse Financial Group Securities
Alabama
$388K -$28.5K -225 -7%
SCC
850
Steel Canyon Capital
Arizona
$387K -$253K -2,000 -40%